How does the advisor help clients – Key Takeaways:
ADAGE INVESTMENT ADVISORS, L.L.C. is a top financial advisory firm that caters to the needs of individuals and institutions seeking expert financial guidance. With a team of experienced and knowledgeable advisors, they offer personalized and comprehensive services, aimed at helping clients achieve their financial goals.
Facts and Insights:
ADAGE INVESTMENT ADVISORS, L.L.C. was founded in 2001 and has been in business for over 20 years. The firm has assets under management (AUM) of $1.5 billion and a team of 15 advisors.
The following table provides a breakdown of the firm’s assets under management, number of advisors, and years in business.
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $1.5 billion | 15 | over 20 years |
Financial Services Offered:
ADAGE INVESTMENT ADVISORS, L.L.C. offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and risk management. Their team of experts works closely with clients to create tailored financial plans and investment strategies that align with their unique needs and goals.
Client Types:
The firm serves a diverse range of clients, including high net worth individuals, families, trusts, and institutional investors. They have experience working with clients from various industries, including healthcare, finance, technology, and more.
Fees & Compensation:
ADAGE INVESTMENT ADVISORS, L.L.C. operates on a fee-only basis, which means they do not earn commissions from selling financial products. This ensures that their advice is always in the best interest of their clients. Their fees are based on a percentage of the assets under management and are transparently disclosed to clients before any services are provided.
Background:
The firm’s team of advisors has a combined experience of over 100 years in the financial industry. They are highly qualified and hold various certifications, including certified financial planner (CFP), chartered financial analyst (CFA), and certified public accountant (CPA). This expertise allows them to provide clients with well-informed and strategic financial guidance.
Financial Advisor Disclosures to Know:
ADAGE INVESTMENT ADVISORS, L.L.C. is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC), which means they are legally bound to act in their clients’ best interests. They also have a clean record with no legal or disciplinary actions taken against them.